Purchases and Sales Made in Q3 2025 in Ishares S&P 500 Growth ETF (IVW)
This table provides information about the institutional ownership of Ishares S&P 500 Growth ETF (IVW) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES S&P 500 GROWTH ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-183- 4.58% |
$19.9K - $22.3K
|
3.82K
$457K
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-185- 1.55% |
$20.2K - $22.5K
|
11.8K
$1.41M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-186- 9.73% |
$20.3K - $22.6K
|
1.73K
$207K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-188- 9.43% |
$20.5K - $22.9K
|
1.81K
$216K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-188- 4.65% |
$20.5K - $22.9K
|
3.86K
$462K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-190- 2.65% |
$20.7K - $23.1K
|
6.99K
$837K
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
SELL
|
- |
-190- 20.52% |
$20.7K - $23.1K
|
736
$88.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-191- 0.4% |
$20.8K - $23.2K
|
47.4K
$5.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-192- 6.83% |
$20.9K - $23.4K
|
2.62K
$314K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-194- 0.44% |
$21.1K - $23.6K
|
43.5K
$5.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-203- 2.33% |
$22.1K - $24.7K
|
8.52K
$1.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-204- 3.01% |
$22.2K - $24.8K
|
6.57K
$787K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-208- 0.82% |
$22.7K - $25.3K
|
25.1K
$3M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-208- 1.82% |
$22.7K - $25.3K
|
11.2K
$1.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-210- 6.15% |
$22.9K - $25.5K
|
3.21K
$384K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-214- 0.58% |
$23.3K - $26K
|
36.5K
$4.37M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
SELL
|
- |
-216- 3.46% |
$23.5K - $26.3K
|
6.02K
$721K
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
SELL
|
- |
-216- 2.02% |
$23.5K - $26.3K
|
10.5K
$1.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-218- 1.96% |
$23.8K - $26.5K
|
10.9K
$1.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-222- 0.72% |
$24.2K - $27K
|
30.7K
$3.68M
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-222- 1.44% |
$24.2K - $27K
|
15.2K
$1.82M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-223- 1.32% |
$24.3K - $27.1K
|
16.7K
$2M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-225- 1.33% |
$24.5K - $27.4K
|
16.7K
$2M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-227- 2.53% |
$24.7K - $27.6K
|
8.73K
$1.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-227- 9.9% |
$24.7K - $27.6K
|
2.07K
$248K
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-229- 0.49% |
$25K - $27.9K
|
46.6K
$5.59M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-230- 3.7% |
$25.1K - $28K
|
5.99K
$717K
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-232- 2.65% |
$25.3K - $28.2K
|
8.51K
$1.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-232- 9.86% |
$25.3K - $28.2K
|
2.12K
$254K
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-236- 3.09% |
$25.7K - $28.7K
|
7.4K
$886K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-240- 5.46% |
$26.2K - $29.2K
|
4.16K
$498K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-248- 1.35% |
$27K - $30.2K
|
18.1K
$2.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-251- 2.41% |
$27.4K - $30.5K
|
10.2K
$1.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-266- 1.35% |
$29K - $32.4K
|
19.4K
$2.32M
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
SELL
|
- |
-272- 0.6% |
$29.6K - $33.1K
|
44.8K
$5.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-275- 1.55% |
$30K - $33.5K
|
17.4K
$2.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
SELL
|
- |
-278- 2.12% |
$30.3K - $33.8K
|
12.8K
$1.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-279- 3.91% |
$30.4K - $33.9K
|
6.86K
$822K
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-282- 2.06% |
$30.7K - $34.3K
|
13.4K
$1.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-305- 0.41% |
$33.2K - $37.1K
|
74.6K
$8.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
SELL
|
- |
-312- 9.7% |
$34K - $38K
|
2.91K
$348K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-319- 7.13% |
$34.8K - $38.8K
|
4.16K
$498K
|
|
|
Oct 20, 2025
Q3 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
SELL
|
- |
-320- 5.06% |
$34.9K - $38.9K
|
6K
$718K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-324- 0.68% |
$35.3K - $39.4K
|
47.1K
$5.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-330- 6.08% |
$36K - $40.1K
|
5.1K
$610K
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-330- 11.0% |
$36K - $40.1K
|
2.67K
$320K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-332- 13.28% |
$36.2K - $40.4K
|
2.17K
$260K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-335- 0.92% |
$36.5K - $40.8K
|
36K
$4.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-336- 2.38% |
$36.6K - $40.9K
|
13.8K
$1.65M
|
|
|
Oct 09, 2025
Q3 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-338- 2.68% |
$36.8K - $41.1K
|
12.3K
$1.47M
|